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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,039 | $106,749-43.8% | $145,433-58.7% | $82,448-27.2% |
| Participation rate | 19.5% | 75.6%-56.1pp | 82.1%-62.6pp | 68.1%-48.6pp |
| Annual return | 12.21% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $742 | $3,444-78.5% | $4,554-83.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,579 | $6,519-75.8% | $7,897-80.0% | $4,139-61.9% |
| Admin fee / account holder | $12,255 | $8,390+46.1% | $13,129-6.7% | $7,234+69.4% |